Category Archives: Real Estate

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In my last blog, I talked about the Home Transfer Tax Trap. Sometimes, when people try to save their homes from Medi-Cal estate recovery claims, they just make matters worse, because they do not think through the estate tax and … Continue reading →

Do you know how you “hold title” to your assets? For real estate, you can find out by looking at your Grant Deed. Often I find that married couples hold title as Joint Tenants with Right of Survivorship (JTWROS) as … Continue reading →

For many of our clients, the family home is their largest single asset. This has not changed, even after the housing bubble burst nearly four years ago. I will allow my older clients to consider a reverse mortgage, but only … Continue reading →

One of your biggest assets is most likely your home and other real estate properties. In order that these properties be “funded” into your Living Trust, you must create, sign and notarize, and record a new Grant Deed. In our … Continue reading →

I’ve been asked several times if placing a home or other real estate into a Living Trust will prevent the owner from refinancing the property. The answer is: No! However, when it’s time to do your re-fi, you’ll want to … Continue reading →

When does it make sense to hire an attorney who specializes in Estate Planning? Here are some instances: You have a taxable estate (greater than $1 million, as of January 1, 2011). You have minor children and want to provide … Continue reading →

Real estate investments are often the centerpiece of family wealth. Real estate is an appreciating asset that permits us to be sure that money stays in the family and that it will grow over time. Despite the year-to-year ups and … Continue reading →

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IRS Circular 230 Disclosure: Pursuant to U.S. Treasury Department Regulations, we are required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.

Offices in Alameda, California. Office visits and house calls are also available in Albany, Berkeley, Kensington, El Cerrito, Oakland, Piedmont, San Leandro, San Lorenzo, Castro Valley and Hayward. Meetings and home visits in other Bay Area locations may be arranged upon request.